Real Estate Guide
Purchaser's Checklist [DOWNLOAD A PDF VERSION OF THIS PAGE]
Secure from the Beachteam: Pat, Carla, Maureen or Rob
- Copies of property description (MLS Sheet or Fact Sheet)
- Copy of executed agreement of sale
- Covenants & Restrictions for your new community, if applicable
Note: The Beachteam will provide suggestions of various services providers. You may use the services providers of your choice
- Choose Attorney: Name: ________________________ Ph: __________________
- Apply for mortgage submitting all required information to lender
- Secure Survey (Most likely required by lender; to be ordered after loan commitment rec'd)
- Obtain Fire and/or Homeowners Insurance policy on your new home
- Second Deposit, if any, delivered on time to the Beachteam
If Required By Contract (The Beachteam will help coordinate!)
- Obtain Home Inspection: Contact: _______________ Ph: ____________________
- Obtain Pest Inspection: Contact: _______________ Ph: ____________________
- Obtain Well/Septic Certifications if required by Lender
- Other tests as applicable ____________________________________________
Prior To Settlement: (The Beachteam can help you with MOST of these)
Transfer utilities into your name:
- Propane Supplier __________________________ Ph __________________
- Electric Supplier __________________________ Ph __________________
- Oil Supplier _________________________ Ph ___________________
Be prepared to reimburse seller for fuel remaining in tank at time of settlement
Set Up Accounts:
- Trash Service Company _________________________ Ph __________________
- Cable Service Company _________________________ Ph __________________
- Phone Service Company _________________________ Ph __________________
Miscellaneous
- Send change of address cards
- Notify State Motor Vehicle Division of Address Change
- Register to Vote at Department of Motor Vehicles or Board of Elections
Plan To Bring To Settlement:
- Certified check for settlement from your bank. (Your attorney will notify you of the amount. Bring a personal check along in case of a small difference.
- Driver's License(s) or other government issued photo ID
- Complete file on the purchase of your new property
Keep this sheet for reference. Be sure to keep a file with all documents for this transaction
This is a standard form. Some items may not apply to your transaction.
